Daesy recently joined Univeral Retirement after previously working in the banking industry for several years. Growing up without any concept on financial literacy, she strived to break the cycle and learn how to get a good grasp on finances. After joining the banking industry, she got a good glimpse into how many people struggled with their finances and little to no knowledge on how to achieve financial freedom. She decided to move into this new career path to have more hands-on access to helping people prepare for their financial future. She seeks to personalize every client interaction to make sure they are being helped in the most ethical and respectable way possible. Whether it be explaining how a pension functions, how to start up a retirement account, or how to rollover an old annuity, she is eager to assist all clients with anything that can help them attain their financial goals.
Outside of working as a financial professional, Daesy likes to spend time outdoors, stay active by running and lifting weights, doing nails, spending time with her dogs and family, and travelling across the country while living full time in an RV.
